By providing a detailed summary, you help ensure that your project not only receives approval from project sponsors and all resources you require, but also that the stakeholders have a clear understanding of project requirements. Given that your project has a lot riding on it, a project brief template provides a condensed framework with which you can capture your proposed project’s key elements. Present the project brief to the project board and other stakeholders for approval. Getting started with the Smartsheet APIĪ project brief template is a structured document that details the purpose, goals, audience, team members, and timeframe of your proposed project.ENGAGE Smartsheet ENGAGE brings together our global customers, experts, and partners to share their experiences, ideas, and best practices.Smartsheet events Your hub for Smartsheet events, webinars, Q&As, and user groups.Partners Learn about the Smartsheet partner program and access our partner directory.Community Explore user-generated content and stay updated on our latest product features.Help and Learning A comprehensive knowledge base, including articles, tutorials, videos, and other resources that cover a range of topics related to using Smartsheet.Content Center Articles and guides about project management, collaboration, automation, and other topics to help you make the most of the Smartsheet platform.For a template you have created… open it and click “Use Template.” Click Save, and the template gets saved and appears in the sheet that you have created. The Smartsheet templates have a good amount of detail about the template. From Browse, click on the folder or workspace name in the left panel. To find them, click Browse on the Navigation Bar. You can click Create NEW > Browse Templates, find the template you want and click “Create Sheet.” Templates you create are stored in the same folder or workspace where the originating sheet is stored. Then you can do so by following the steps below. If you want to use the template you previously created when creating a new sheet. Select “Learn More” for a template set to get full details on what’s included and download the set. Then to use a template, select the Use button. Select a template or set it to see additional information. If you’d like to start with a template or template set, choose to Browse All Solutions, select an industry, or use the Search box to find something specific. In a world where technology is rapidly advancing and user expectations are rising, it’s no longer enough to have an average user experience to delight your users and surpass your competition you must strive for the exceptional. Then follow the prompts to import the item. If you have already created a project plan or the task file elsewhere and would like to continue with the same by using import, you can continue the work.Ĭlick on Import and pick up Microsoft Excel, Microsoft Project, Google Sheets, or Atlassian Trello from the Import menu. Task & Checklist: These templates include to-do lists, meeting agendas, action item lists, etc.Specialty: These templates include more no-business templates, such as wedding planners, class syllabus templates, and recipe organizers.Sales: These templates include sales pipeline reports, mileage expense trackers, sales activity trackers, etc.
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